Make sense of your data

Highlight and tag project contentWatch highlight reelsVisualize your highlights using chartsSearch and filter data and tagsSummarize and present insights
What to use insights forAdd references to your insightAdd fields to your insightAdd a cover photo to your insightPublish your insightView insights as a presentation
Share insights with public accessComment and mention othersAnalyze NPS responsesCreate and share storiesExplore your research repositoryOrganize content with the block editor
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Help homeThe basicsMake sense of your data

Summarize and present insights

Insights help you summarize and share your research findings.

What to use insights for

Dovetail’s insights help you:

  1. Summarize your project by embedding references to relevant evidence like notes, tags, quotes, and media from your analysis.

  2. Standardize how your organization stores, presents, and searches for user research insights across current and historical projects.

  3. Save time by avoiding the need to copy and paste data from Dovetail into slideshows and reports that you need to design from scratch.

  4. Share user research insights with others in a simple, attractive format, including with people who don’t have a Dovetail account.

  5. Present user research insights on the big screen with our new full screen presentation mode and quick keyboard navigation.

Add references to your insight

Insights let you summarize your research findings for stakeholders, and embed references to raw data from your analysis. For example, to embed a highlight in an insight:

  1. In an insight, click Highlight underneath the editor.

  2. Type to search for a highlight to insert.

  3. Click one or more highlights to select them.

  4. Click the Insert button.

Add fields to your insight

Use fields to store structured information about your insights that your organization can use to discover new insights and search prior research. To create a new field, open an insight and ensure that it’s editable, then:

  1. Click + New field.

  2. Enter a name for your field.

  3. Select a type for your field. The default type will be text.

  4. Click Create.

For more information on fields, seeAdd structured data with fields.

Add a cover photo to your insight

Insight cover photos give you a quick way to make your insight more visual. You can upload your own image as a cover photo or search for one from thousands of free photos using our Unsplash integration. Just click Change cover on an insight.

Publish your insight

Publishing an insight will make it read-only and show it in presentation mode. Only published insights are viewable by guests when public access for insights is enabled.

In addition, when you publish an insight, it will trigger the Insight published trigger in our Zapier integration (Connect apps to Dovetail with Zapier). The Insight published trigger lets you set up automatic workflows like posting published insights to a Slack channel.

View insights as a presentation

Presentation mode is a bit like a slideshow. It’s a way to share your insights in a focused, fullscreen experience, with large font sizes and a horizontal carousel where you can move between insights with the arrow keys. Click Present to open presentation mode.

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Authors

Benjamin Humphrey

Co-founder / CEO

Article info

Last updated 23 July 2021
3 min read

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